About Epic Wealth Management LLC
Epic Wealth Management LLC is a trusted financial advisor firm that provides comprehensive financial services to individuals and businesses. The firm is committed to helping clients achieve their financial goals and offers personalized strategies tailored to each client’s unique needs.
How does the advisor help clients – Key Takeaways:
Epic Wealth Management LLC offers a wide range of financial services to help clients manage their wealth effectively. Some key takeaways include:
- Proven track record of success in helping clients achieve their financial goals
- Comprehensive financial planning services tailored to each client’s specific needs and goals
- Access to a team of experienced and knowledgeable financial advisors
- Proactive approach to managing investments and risk
- Commitment to providing unbiased and transparent advice
Facts and Insights:
Epic Wealth Management LLC is a premier independent financial advisor firm that has been in business for over 15 years. With a strong focus on client satisfaction and success, the firm has established a reputation for providing high-quality financial services and expert guidance.
Assets Under Management, Number of Advisors and Time in Business:
The following table provides information on the assets under management, number of advisors, and the time in business for Epic Wealth Management LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | Over 15 years |
Financial Services Offered:
Epic Wealth Management LLC offers a comprehensive range of financial services to assist clients in achieving their financial objectives. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Education planning
- And more
Client Types:
Epic Wealth Management LLC serves a diverse client base that includes individuals, families, retirees, and small businesses. The firm’s financial advisors work closely with each client to understand their unique needs and develop personalized financial strategies to help them achieve their goals.
Fees & Compensation:
Epic Wealth Management LLC operates on a fee-only basis, which means that they do not receive commissions or any other incentives for recommending specific investment products. This ensures that their advice is always in the best interest of their clients. The fees for their services are transparent and based on a percentage of assets under management.
Background:
Epic Wealth Management LLC was founded on the belief that every individual deserves access to high-quality financial advice to help them achieve financial success. With over 15 years in the industry, the firm has built a strong reputation for providing expert guidance and personalized solutions to its clients.
Financial Advisor Disclosures to Know:
It is important to note that Epic Wealth Management LLC may have certain conflicts of interest when providing financial advice. However, they have a fiduciary duty to act in their clients’ best interests and fully disclose any potential conflicts. It is also important to note that the firm may receive compensation from third-party providers for products and services recommended to clients.